Trust administration is something that every estate planning attorney will encounter sooner or later in their practice. To help you confidently serve your clients in the area of trust and...

Estate Planning Awareness Week is just around the corner. With so much going on this year — the coronavirus and the upcoming presidential election — now more than ever, attorneys...

When a client or a trust owns an S-corporation, practitioners and trustees must be mindful of the applicable rules and eligibility requirements set forth in 26 U.S.C. § 1361(b). With...

In a postdeath trust administration, trustees, and attorneys counseling trustees, must recognize the importance of when, or more importantly, when not to distribute trust property. The trustee’s proper timing of...

COVID-19 has been a major disruptor in many law firms' operations. In order to comply with local shelter-in-place orders and federal social distancing guidelines, law practices will need to establish...

The 2020 tax season is underway, but millions of Americans have yet to start preparing their tax returns. In 2018, it was estimated that over 14 million people waited until...